Stock Transactions — I3 VERTICALS INC

Total Bought
3,143,275
64 transactions
Total Sold
4,969,306
76 transactions
Net
-1,826,031
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
North Reef Capital Management LP75,7111,025,000+949,2890.080.79+0.71buy
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC386,3851,176,960+790,5750.030.09+0.06buy
First Eagle Investment Management, LLC0382,137+382,1370.000.01+0.01buy
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.777,5271,032,606+255,0791.141.33+0.19buy
WASATCH ADVISORS LP242,887351,804+108,9170.040.05+0.02buy
ROYCE & ASSOCIATES LP504,732583,425+78,6930.130.13-0.00buy
VICTORY CAPITAL MANAGEMENT INC44,905119,340+74,4350.000.00+0.00buy
GOLDMAN SACHS GROUP INC53,780124,219+70,4390.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP548,278616,851+68,5730.000.00-0.00buy
HEARTLAND ADVISORS INC546,550606,950+60,4000.740.69-0.05buy
UBS Group AG369,135420,187+51,0520.000.00-0.00buy
CONFLUENCE INVESTMENT MANAGEMENT LLC82,095120,314+38,2190.030.04+0.01buy
HRT FINANCIAL LP035,874+35,8740.000.00+0.00buy
Forager Capital Management, LLC549,401579,401+30,0006.276.45+0.18buy
CROSSLINK CAPITAL INC951,216966,001+14,7851.862.11+0.26buy
CITADEL ADVISORS LLC39,43752,704+13,2670.000.00+0.00buy
EverSource Wealth Advisors, LLC34,53147,626+13,0950.030.03+0.00buy
ARGENT CAPITAL MANAGEMENT LLC21,46833,386+11,9180.020.02+0.01buy
Quantinno Capital Management LP18,00529,884+11,8790.000.00+0.00buy
Russell Investments Group, Ltd.306,983314,580+7,5970.010.01-0.00buy
OPPENHEIMER ASSET MANAGEMENT INC.91,48498,851+7,3670.030.03-0.00buy
GAMCO INVESTORS, INC. ET AL70,18377,341+7,1580.020.02+0.00buy
ENVESTNET ASSET MANAGEMENT INC90,64097,264+6,6240.000.00-0.00buy
Legal & General Group Plc18,18824,579+6,3910.000.00+0.00buy
AltraVue Capital, LLC1,163,8661,170,146+6,2802.422.25-0.16buy
LPL Financial LLC19,73625,327+5,5910.000.00+0.00buy
LBMC INVESTMENT ADVISORS, LLC10,45014,326+3,8760.020.02+0.00buy
DEUTSCHE BANK AG\21,19824,643+3,4450.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/13,15016,304+3,1540.000.00+0.00buy
State of Wyoming03,128+3,1280.000.01+0.01buy
Zurcher Kantonalbank (Zurich Cantonalbank)7,85110,343+2,4920.000.00+0.00buy
Advisory Services Network, LLC02,103+2,1030.000.00+0.00buy
BENJAMIN EDWARDS INC10,30612,395+2,0890.000.00-0.00buy
SALEM INVESTMENT COUNSELORS INC01,950+1,9500.000.00+0.00buy
KENNEDY CAPITAL MANAGEMENT LLC136,400138,284+1,8840.070.07-0.01buy
FMR LLC2,1593,933+1,7740.000.00+0.00buy
CITIGROUP INC8,2119,815+1,6040.000.00-0.00buy
Invesco Ltd.31,62832,929+1,3010.000.00-0.00buy
TECTONIC ADVISORS LLC96,98598,277+1,2920.130.12-0.01buy
FIFTH THIRD BANCORP01,266+1,2660.000.00+0.00buy
Empowered Funds, LLC11,34812,556+1,2080.000.00-0.00buy
MERCER GLOBAL ADVISORS INC /ADV10,27711,226+9490.000.00-0.00buy
Tower Research Capital LLC (TRC)1,0631,699+6360.000.00+0.00buy
Cetera Investment Advisers26,02326,636+6130.000.00-0.00buy
Versant Capital Management, Inc269711+4420.000.00+0.00buy
GAMMA Investing LLC0437+4370.000.00+0.00buy
Concurrent Investment Advisors, LLC11,73212,079+3470.000.00-0.00buy
HUNTINGTON NATIONAL BANK401720+3190.000.00+0.00buy
MATHER GROUP, LLC.0240+2400.000.00+0.00buy
Atria Investments, Inc71,83772,035+1980.020.02-0.00buy
JONES FINANCIAL COMPANIES LLLP0184+1840.000.00+0.00buy
Simplicity Wealth,LLC14,84114,998+1570.020.02-0.00buy
CWM, LLC1,3931,515+1220.000.00-0.00buy
Allworth Financial LP5111+1060.000.00+0.00buy
MAI Capital Management068+680.000.00+0.00buy
US BANCORP \DE\064+640.000.00+0.00buy
Rockefeller Capital Management L.P.452489+370.000.00-0.00buy
CoreCap Advisors, LLC215250+350.000.00+0.00buy
Root Financial Partners, LLC035+350.000.00+0.00buy
Marquette Asset Management, LLC030+300.000.00+0.00buy
CENTRAL TRUST Co027+270.000.00+0.00buy
ROTHSCHILD INVESTMENT LLC2547+220.000.00+0.00buy
TWIN PEAKS WEALTH ADVISORS, LLC04+40.000.00+0.00buy
Covestor Ltd36+30.000.000.00buy
Ameritas Investment Partners, Inc.1,9281,92800.000.00-0.00hold
GABELLI FUNDS LLC20,00020,00000.000.00-0.00hold
ALLIANCEBERNSTEIN L.P.18,84118,84100.000.00+0.00hold
JANUS HENDERSON GROUP PLC9,6159,61500.000.00-0.00hold
Advisors Asset Management, Inc.11211200.000.00-0.00hold
Legato Capital Management LLC247,394247,39400.540.50-0.03hold
SIGNATUREFD, LLC49649600.000.00-0.00hold
MetLife Investment Management, LLC13,50313,50300.000.00-0.00hold
Assenagon Asset Management S.A.15,01915,01900.000.00-0.00hold
Swiss National Bank45,00045,00000.000.00-0.00hold
KLP KAPITALFORVALTNING AS4,8004,80000.000.00-0.00hold
Steward Partners Investment Advisory, LLC91491400.000.00-0.00hold
Optiver Holding B.V.18818800.000.00+0.00hold
Smartleaf Asset Management LLC6600.000.00-0.00hold
Kings Path Partners LLC20,27520,27500.180.16-0.02hold
Police & Firemen's Retirement System of New Jersey6,3686,36800.000.00-0.00hold
Universal- Beteiligungs- und Servicegesellschaft mbH12,30212,30200.000.00-0.00hold
Harbor Asset Planning, Inc.4,0004,00000.090.08-0.01hold
EQUITABLE TRUST CO32,38632,38600.040.03-0.00hold
WESBANCO BANK INC64,94764,94700.050.04-0.00hold
Parkside Financial Bank & Trust250-250.000.00-0.00sell
Arax Advisory Partners290-290.000.00-0.00sell
Larson Financial Group LLC12440-840.000.00-0.00sell
Mirae Asset Global Investments Co., Ltd.850-850.000.00-0.00sell
Aster Capital Management (DIFC) Ltd1460-1460.000.00-0.00sell
Mitsubishi UFJ Asset Management Co., Ltd.8,6138,459-1540.000.00-0.00sell
UMB Bank, n.a.2160-2160.000.00-0.00sell
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM21,89221,670-2220.000.00-0.00sell
BNP Paribas Asset Management Holding S.A.2690-2690.000.00-0.00sell
SageView Advisory Group, LLC2910-2910.000.00-0.00sell
Plante Moran Financial Advisors, LLC3550-3550.000.00-0.00sell
NISA INVESTMENT ADVISORS, LLC45988-3710.000.00-0.00sell
BNP PARIBAS FINANCIAL MARKETS5,1854,806-3790.000.00-0.00sell
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.4000-4000.000.00-0.00sell
SEI INVESTMENTS CO15,30214,902-4000.000.00-0.00sell
Nuveen, LLC159,555159,050-5050.000.00-0.00sell
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